Global Planning Stewards LLC
Assets Under Management
$71.2M
Number of Clients
160
Number of Advisors
1
Average Client AUM
$445K
AUM per Advisor
$71.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Global Planning Stewards LLC (GPSL) offers portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and construct plans to match client situations. GPSL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
GPSL charges an annual fee based on your assets under management. For example, a $100,000 account at 1.50% would cost $1,500 per year, billed quarterly. Financial planning fees are negotiated and range from $100 to $2,500. Clients are responsible for third-party fees like custodian and brokerage fees. These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract. There is no account minimum.
Areas of Practice
Location
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA, 70809